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Cahaba Wealth Management’s Wells Fargo WFC Stock Holding History

Cahaba Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,361
Closed -$211K – 85
2020
Q1 		$211K Sell
7,361
-1,330
-15% -$56.5K 0.05% 67
2019
Q4 		$467K Sell
8,691
-437
-5% -$22.9K 0.1% 52
2019
Q3 		$460K Buy
9,128
+111
+1% +$5.23K 0.11% 53
2019
Q2 		$426K Buy
9,017
+317
+4% +$14.8K 0.11% 53
2019
Q1 		$420K Buy
8,700
+60
+0.7% +$2.95K 0.11% 52
2018
Q4 		$398K Sell
8,640
-59
-0.7% -$3.02K 0.12% 55
2018
Q3 		$454K Buy
8,699
+300
+4% +$17.1K 0.15% 48
2018
Q2 		$473K Buy
8,399
+259
+3% +$13.9K 0.16% 44
2018
Q1 		$418K Sell
8,140
-701
-8% -$41.6K 0.16% 41
2017
Q4 		$536K Buy
8,841
+86
+1% +$4.86K 0.22% 41
2017
Q3 		$483K Buy
+8,755
New +$465K 0.22% 40

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cahaba Wealth Management's WFC Position: Q2 2020 in Review

Cahaba Wealth Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 7,361 shares — an estimated $211K sold.

Cahaba Wealth Management first reported a position in WFC in Q3 2017 and held it in 11 quarters. The position peaked at $536K in Q4 2017. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Cahaba Wealth Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Cahaba Wealth Management sold 7,361 Wells Fargo shares in Q2 2020, an estimated $211K.
  • Cahaba Wealth Management first reported a position in Wells Fargo in Q3 2017 and held it in 11 quarters.
  • Cahaba Wealth Management's Wells Fargo position peaked at $536K in Q4 2017.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Cahaba Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.